Senior Investment Director at American Family Insurance Group

New Orleans, Louisiana, United States

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Investment ManagementIndustries

MBA and undergraduate degree with a focus in Finance or Economics
7–10 years of relevant experience in investment management or credit research (insurance company, rating agency, or asset manager background preferred)
Chartered Financial Analyst (CFA) designation or actively pursuing CFA
Strong understanding of financial and investment terminology
Proficiency in Bloomberg and Microsoft Office Suite (intermediate level or higher)
Excellent communication and organizational skills
Ability to manage multiple tasks and meet deadlines
Spanish language proficiency preferred
Willingness to be based in New Orleans, LA (relocation assistance available)

Conduct quantitative and qualitative analysis of investment securities and sectors using trade journals, technical publications, broker-dealer platforms, and internal reports
Perform financial modeling and research relevant to PALIG’s investment portfolio
Provide deep-dive analysis to support investment decision-making
Source new issue and secondary market opportunities offering strong relative and absolute value across the fixed income market
Actively contribute to investment idea generation, risk assessments, and relative value discussions in daily team meetings
Ensure adherence to policy and compliance requirements for the investment portfolio
Execute trades in public and private securities upon receiving appropriate authorization
Monitor existing positions within assigned sectors and industries
Gather and analyze market insights and communicate relevant information to the Manager
Stay informed on market developments using fundamental and/or technical research
Continuously improve analytics and monitor credit risks
Prepare investment portfolio summaries and detailed reports
Perform portfolio analytics to evaluate credit and interest rate risk as needed
Perform other related duties and special projects as assigned